AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6.01K ﹤0.01%
+1,363
2027
$6.01K ﹤0.01%
+146
2028
$6K ﹤0.01%
+375
2029
$5.98K ﹤0.01%
+113
2030
$5.97K ﹤0.01%
+343
2031
$5.93K ﹤0.01%
+114
2032
$5.93K ﹤0.01%
57
+22
2033
$5.93K ﹤0.01%
+330
2034
$5.92K ﹤0.01%
+24
2035
$5.91K ﹤0.01%
144
2036
$5.88K ﹤0.01%
+518
2037
$5.84K ﹤0.01%
356
+91
2038
$5.83K ﹤0.01%
493
+13
2039
$5.77K ﹤0.01%
+79
2040
$5.75K ﹤0.01%
201
+74
2041
$5.73K ﹤0.01%
+409
2042
$5.67K ﹤0.01%
76
2043
$5.67K ﹤0.01%
+52
2044
$5.66K ﹤0.01%
94
+57
2045
$5.62K ﹤0.01%
+67
2046
$5.61K ﹤0.01%
185
-70
2047
$5.61K ﹤0.01%
+816
2048
$5.59K ﹤0.01%
+163
2049
$5.52K ﹤0.01%
+211
2050
$5.47K ﹤0.01%
52
+45